CRM (Deals)
Learn the building blocks of the ActiveCampaign CRM to create and manage pipelines, track opportunities, build relationships with your leads and customers, and more.
Get Started with the CRM
- How to attach files to a Deal record
- Understanding pipelines, stages, deals, and tasks
- How to create and edit a pipeline in ActiveCampaign
- How to create and edit a stage in ActiveCampaign
- How to create a deal in ActiveCampaign
- How to create a task
Use the CRM
- How to attach files to a 1:1 email
- Set a Cc or Bcc on a 1:1 email
- How to bulk edit Deals
- Send a direct 1:1 email from a deal record
- An overview of Task Outcomes
- Filtering and searching deal data
Common Questions & Troubleshooting
- Deals message: Contact Unavailable
- Connected email alert: You have an email connection that requires your attention
- How can I search for secondary contacts related to deals?
- Will 1:1 emails appear in my "Sent" folder?
- Why is the number of deals for the Deal Pipeline View different from the number in the Deal List View?
- What is the Forecasted Close Date?